Trainee Financial Consulting - Finanzberatung / Finanzkonzepte (m/w/d)
RemoteFreelance / independent contractor
Core
A paid trainee program preparing candidates for independent financial consulting, focusing on asset management, retirement planning, and insurance.
Role type
Trainee Financial Consultant (path to self-employment)
Builds
Individual financial strategies and client portfolios
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, client acquisition, complex explanation, business development, retirement planning, insurance consulting
Preferred skills
Economic background, self-employment mindset, networking
Technologies
None stated
Responsibilities
Develop tailored financial concepts, build and maintain client relationships, undergo intensive training and mentoring
Seniority
Trainee